Introduction

The Viewing Instruction settings allow you to specify exactly how a property can be accessed, when viewings may take place, and what rules apply when arranging them. These instructions can be configured when adding or editing a property, or directly from the property detail page.

All viewing instruction fields are optional and do not block property creation or updates. Whatever you enter will be saved once the property is saved successfully.

Summary

• Where to Configure Viewing Instructions
• Viewing Availability
• Access Instructions
• Notice Requirements
• System Task: Configure Viewing Instruction

Where to Configure Viewing Instructions

During Property Creation or Editing

Navigate to Sales > Properties > Add Property. Viewing Instruction is Step 5 of the Add/Edit Property flow. It contains all configuration options for access, availability, notice requirements and additional notes.

From the Property Detail Page

In the … (More Actions) menu in property detail page, select Configure Viewing Instruction.

If a system task called Configure Viewing Instruction is present, completing the configuration (at least one access point + available times set) will automatically mark that task as completed.

Viewing Availability

Viewing Availability determines when viewings can be booked.

Maximum Viewing Duration

Select a default appointment length: 15 min、30 min (default)、45 min or 60 min

Available Times (Weekly Schedule)

Defines the time windows viewings can be booked for each day. Default schedule:

• Mon–Fri: 10:00–17:00 (Thu extended to 19:00)

• Sat: 11:00–16:00

• Sun: no default availability

You may:

• Add up to three time slots per day

• Reset to the default schedule at any time

Overlapping times will merge automatically.

Restricted Times (Optional)

Blocks specific times when viewings cannot take place.

Turn the toggle on to enable restrictions. Two types are supported:

One-time Restrictions

• Exact date (today or future)

• Start time and end time

• Up to five one-time restrictions

• Overlapping restrictions merge automatically

Recurring Restrictions

• Choose one or more days of the week

• Start time and end time

• End date (restriction applies until this day)

• Up to five recurring restrictions

Access Instructions

Access Instructions define how agents and viewers can enter the property. You can add up to five total entry points, across any categories. Each entry can be edited or deleted at any time.

Three access categories are available:

a.Estate Gate

Access Method (single selection, Gate Code as default):

b. Building Entry

Access Method (single selection, Door Code as default ):

c. Property Entry

Access Method (single selection, Lockbox Access as default):

All these three entry points support Reference Photo and Additional Instructions. 

d. Burglar Alarm System (Optional)

Switch on if the property has an active alarm system. This reveals: Alarm Panel Location、Arm Code、Disarm Code and Alarm Instructions.

Notice Requirements

Set rules for how early a viewing must be booked.

Minimum Notice Period

Options include:

• No Notice Required (default)

• 30 minutes

• 1, 2, 4, or 24 hours

• 48 hours

Example:
If the current time is 13:30 and minimum notice is 30 minutes, the earliest bookable viewing is 14:00.

Require Pre-approval

Turn on if viewing requests require approval before confirmation. Approval options (multi-select):

• Negotiator Approval (default)

• Owner Approval

System Task: Configure Viewing Instruction

If a system-generated task appears for this step, clicking Configure takes you directly to the Viewing Instruction page. 

The task completes automatically once:

• At least one access point is added, and

• Available Times are not empty

You can also manually mark it as complete if needed.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.